Aubrey v Kain [2014] NSWSC 15

Supreme Court New South Wales

Medium Neutral Citation: Aubrey v Kain [2014] NSWSC 15 Hearing dates: 9 December 2013 Decision date: 30 January 2014 Jurisdiction: Equity Division Before: Hallen J Decision: Direct the parties within 14 days, to bring in Short Minutes reflecting these reasons and any agreement reached between them as to the designation of property as notional estate. Stand the matter over to a convenient date in February 2014. Catchwords: SUCCESSION - FAMILY PROVISION - The Plaintiff, a son of the deceased, applies for a family provision order under Chapter 3 of the Succession Act 2006 - The Defendant is a close friend of the deceased - Deceased left Will - No provision for the Plaintiff - Explanation given - Small estate and notional estate - Whether adequate and proper provision not made in Will of the deceased for the Plaintiff and if so the nature and quantum of the provision to be made - Property to be designated as notional estate - Order for lump sum Legislation Cited: Civil Procedure Act 2005 Family Provision Act 1982 Probate and Administration Act 1898 Property (Relationships) Act 1984 Real Property Act 1900 Succession Amendment (Family Provision) Act 2008 Succession Act 2006 Uniform Civil Procedure Rules 2005 Cases Cited: Alexander v Jansson [2010] NSWCA 176 Allardice v Allardice; In re Allardice (1910) 29 NZLR 959 Andrew v Andrew [2012] NSWSCA 308; (2012) 81 NSWLR 656 Attorney-General v Earl of Sandwich [1922] 2 KB 500 Bartlett v Coomber [2008] NSWCA 100 Blore v Lang (1960) 104 CLR 124 Bondelmonte v Blanckensee [1989] WAR 305 Bosch v Perpetual Trustee Co Ltd [1938] AC 463 Buckland Deceased, Re [1966] VR 404 Butcher v Craig [2009] WASC 164 Cetojevic v Cetojevic [2007] NSWCA 33 Christie v Manera [2006] WASC 287 Collicoat v McMillan [1999] 3 VR 803. Collings v Vakas [2006] NSWSC 393 Collins v McGain [2003] NSWCA 190 Cooper v Dungan (1976) 50 ALJR 539 Crossman v Riedel [2004] ACTSC 127 Davidson v Sampson [2012] NSWSC 481 de Angelis v de Angelis [2003] VSC 432 Devereaux-Warnes v Hall (No 3) [2007] WASCA 235; (2007) 35 WAR 127 Diver v Neal [2009] NSWCA 54 Dunne v Dunne [2013] NSWSC 1911 Ebert v Ebert; Ebert v Ebert [2008] NSWSC 1206 Flathaug v Weaver [2003] NZFLR 730 Foley v Ellis [2008] NSWSC 288 Foye v Foye [2008] NSWSC 1305 Franks v Franks [2013] NSWCA 60 Frisoli v Kourea [2013] NSWSC 1166 Galt v Compagnon (Supreme Court (NSW), 24 February 1998, unrep) Gardiner v Gardiner (Supreme Court (NSW), 28 May 1998, unrep) Goodman v Windeyer [1980] HCA 31; (1980) 144 CLR 490 Gorton v Parks (1989) 17 NSWLR 1 Grey v Harrison [1997] 2 VR 359 Harrisson v Skinner [2013] NSWSC 736 Hawkins v Prestage (1989) 1 WAR 37 Hildebrandt v Soncini [2007] NSWSC 1227 Hughes v National Trustees Executors and Agency Co. of Australasia Ltd [1979] HCA 2; (1979) 143 CLR 134 Hyland v Burbidge [2000] NSWSC 12 Jelley v Iliffe [1980] EWCA Civ 4 John v John [2010] NSWSC 937 Kay v Archbold [2008] NSWSC 254 Kavalee v Burbidge; Hyland v Burbidge (1998) 43 NSWLR 422 Kembrey v Cuskelly [2008] NSWSC 262 Kleinig v Neal (No. 2) [1981] 2 NSWLR 532 Kastrounis v Foundouradakis [2012] NSWSC 264 MacGregor v MacGregor [2003] WASC 169 Manuel v Lane [2013] NSWCA 61 Marks v Marks [2003] WASCA 297 Marriott, decd, Re [1968] VR 260 Mayfield v Lloyd-Williams [2004] NSWSC 419 McCosker v McCosker (1957) 97 CLR 566 McGrath v Eves [2005] NSWSC 1006 Neale v Neale [2013] NSWSC 983 Oldereid v Chan [2013] NSWSC 434 Palaganio v Mankarios [2013] NSWSC 61 Peters v Salmon [2013] NSWSC 953 Ploder v Garcea (as executrix of the estate of the late Fiona Rita Garcea) [2013] NSWSC 1360 Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9 Puckridge, Deceased, In the Estate of (1978) 20 SASR 72 Singer v Berghouse [1994] HCA 40; (1994) 181 CLR 201 Slack v Rogan; Palffy v Rogan [2013] NSWSC 522 Smith v Woodward (Supreme Court (NSW), 9 September 1994, unrep) Stern v Sekers; Sekers v Sekers [2010] NSWSC 59 Stiles v Joseph (Supreme Court (NSW), 16 December 1996, unrep) Stott v Cook (1960) 33 ALJR 447 Szypica v O'Beirne [2013] NSWSC 297 Taylor v Farrugia [2009] NSWSC 801 Theoctistou v Theoctistou [2013] NSWSC 1487 Tobin v Ezekiel [2012] NSWCA 285 Verzar v Verzar [2012] NSWSC 1380 Vigolo v Bostin [2005] HCA 11; (2005) 221 CLR 191 Wade v Harding (1987) 11 NSWLR 551 Walker v Walker (Supreme Court (NSW), 17 May 1996, unrep) West v Mann [2013] NSWSC 1852 White and Tulloch v White (1995) 19 Fam LR 696 Wilkinson (deceased), Re; Neale v Newell [1978] Fam 22 Wilson v Wright (Supreme Court (NSW), 25 February 1992, unrep) Texts Cited: R Croucher "Contracts to Leave Property by Will and Family Provision after Barns v Barns (2003) 196 ALR 65: orthodoxy or aberration?" (2005) 27(2) Sydney Law Review 263 J D Heydon and M J Leeming, Jacobs' Law of Trusts in Australia (7th ed, LexisNexis Butterworths, 2006) New South Wales Law Reform Commission Report 110 - Uniform Succession Laws: Family Provision (2005) Category: Principal judgment Parties: Kevin Raymond Aubrey (Plaintiff) Judith Kain (Defendant) Representation: Counsel: Mr J Armfield (Plaintiff) Mr G M McGrath (Defendant) Solicitors: JNT Legal (Plaintiff) Yeates Betts (Defendant) File Number(s): 2012/330727